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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,167 | $201,264-79.5% | $184,185-77.6% | $145,978-71.8% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 21.87% | 29.00%-7.1pp | 28.81%-6.9pp | 550.52%-528.6pp |
| Employer contribution / active EE | $1,350 | $7,021-80.8% | $6,426-79.0% | $4,662-71.0% |
| Participant deferral / active EE | $5,510 | $9,806-43.8% | $9,132-39.7% | $6,690-17.6% |
| Admin fee / account holder | $161 | $16,376-99.0% | $13,909-98.8% | $13,400-98.8% |